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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Wealth transfer strategies: How to leave assets to your loved ones

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations. Let’s work together to create a lasting legacy. 👇🏼

We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across...

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Have you ordered your 2024 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting their perspective on life, family and faith. Order yours today: https://bit.ly/474TWMC Available while supplies last.

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Have you ordered your 2024 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting their perspective on life, family and faith. Order yours today: https://bit.ly/474TWMC Available while supplies last.

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How to make financial decisions that reflect your values

Money decisions aren't just about numbers; they're about your heartstrings! 💓 Discover how to align your financial decisions with your values in Thrivent’s latest article. 📰 Learn: 1. Identify your core values through self-reflection. 2. Set SMART goals in line with your values. 3. Seek professional advice for a purpose-driven financial strategy. Read more. 👇

When it comes to money matters, you may think it’s all about using your head. Crunching numbers, analyzing spreadsheets to figure out how much you have, and...

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As the leaves change colors, why not change your financial habits too? 🍁 Discover Money Canvas, a FREE 1-on-1 coaching program that provides a series of personalized sessions with a dedicated financial coach. There are no hidden agendas—just genuine support for your financial journey. Book your session now: thrivent.com/moneycanvas

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As the leaves change colors, why not change your financial habits too? 🍁 Discover Money Canvas, a FREE 1-on-1 coaching program that provides a series of personalized sessions with a dedicated financial coach. There are no hidden agendas—just genuine support for your financial journey. Book your session now: thrivent.com/moneycanvas

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November 2023 Market Update: Rising rates take their toll

The end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.

The long period of rising U.S. policy rates is likely near its end. But the toll that higher rates extract from economic growth has a lagged effect, and we...

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There are a lot of factors to consider when determining your life insurance need. This life insurance calculator is a great starting point: https://bit.ly/3RnZFbN When you’re ready, please contact us to schedule a personalized consultation. Together, we’ll explore your options and determine the amount of protection that’s right for your family.

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There are a lot of factors to consider when determining your life insurance need. This life insurance calculator is a great starting point: https://bit.ly/3RnZFbN When you’re ready, please contact us to schedule a personalized consultation. Together, we’ll explore your options and determine the amount of protection that’s right for your family.

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A career about relationships, pure and simple. Discover more about the Thrivent financial advisor career: thriventcareers.com/44uTnuJ

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A career about relationships, pure and simple. Discover more about the Thrivent financial advisor career: thriventcareers.com/44uTnuJ

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Brandon had a vision to help his community. Thrivent's financial knowledge helps him make it a reality. If you’d like to discuss how Thrivent can help you focus on your dreams, let’s connect. Learn more about Brandon’s story: https://bit.ly/46X71IB

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Brandon had a vision to help his community. Thrivent's financial knowledge helps him make it a reality. If you’d like to discuss how Thrivent can help you focus on your dreams, let’s connect. Learn more about Brandon’s story: https://bit.ly/46X71IB

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Angie partners with Thrivent to help ensure her nieces are always taken care of. How would you like to support your loved ones for the future? Together, we can explore options that are right for you. Learn more about Angie’s story: https://bit.ly/44UssrM

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Angie partners with Thrivent to help ensure her nieces are always taken care of. How would you like to support your loved ones for the future? Together, we can explore options that are right for you. Learn more about Angie’s story: https://bit.ly/44UssrM

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Ready to take the next step in your financial journey? Let's connect. 🚀💼🌟 See thrivent.com/social for disclosures. #FinancialGoals #FinancialPlanning #FinancialAdvisor

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Ready to take the next step in your financial journey? Let's connect. 🚀💼🌟 See thrivent.com/social for disclosures. #FinancialGoals #FinancialPlanning #FinancialAdvisor

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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